After Alibaba increased its holdings in Cainiao and announced its investment of 100 billion yuan, Cainiao Network President Wan Lin then sent an email from all employees, saying that Cainiao "will gain a comprehensive advantage in the new retail logistics layout within five years."
Wan Lin said in an email that Cainiao has initially established a leading position in the field of smart logistics after four years of development. New retail is profoundly changing the business form. For Cainiao, who has no path dependence, it is the best opportunity to change lanes and overtake and plan for the future.
Wan Lin also stated in the email that only when the novices fly can the world become really smaller. Every Alibaba business makes the world different, and Cainiao has a different vision and business, and the world will be different because of the Cainiao.
Regarding the specific purpose of the 100 billion investment, Wan Lin said in an email that Cainiao will make more resolute investments in technology research and development, intelligent warehousing, distribution networks, automation equipment, global logistics nodes, etc. It is necessary to accelerate the creation of a global logistics network based on the concept and technology of big data (DT), so that anywhere in the country can reach 24 hours a day and anywhere in the world can reach 72 hours. At the same time, we should help significantly reduce logistics costs in developing countries and upgrade manufacturing industries, so that manufacturing companies can significantly reduce inventory costs and even approach zero inventory due to Cainiao's advanced logistics.
On September 26, Alibaba announced that in order to further promote its new retail strategy, it will increase its stake in Cainiao Network and will continue to invest 100 billion yuan in the next five years to establish a logistics network for new retail in the next five years based on the investment of hundreds of billions of yuan. At present, many companies, including Amazon and JD.com, are all making plans in the field of smart logistics. Alibaba has obvious intention to invest hugely. It is necessary to gain a complete advantage in new retail and global logistics and win the victory in one fell swoop.

The following is the full text of Wan Lin’s email:
Dear students,
I believe everyone has seen the news that Alibaba Group has increased its capital and will continue to invest 100 billion yuan in the logistics field in the next five years. This is a key step for the group and other shareholders to jointly support Cainiao's development and growth. We will receive greater strategic and financial support, which is exciting.
I want to communicate with you why we need to increase capital and what we will do in the next five years.
Since last year, Alibaba has made every effort to promote the grand strategic layout of the "five new" (new retail, new manufacturing, new finance, new technologies and new energy) and the "five globals" (global buying, global selling, global payment, global transportation, and global travel). The new strategy has been implemented and blossomed rapidly, and new retail has launched a series of major attempts, which has attracted widespread attention from the society.
The value of "new retail" at the supply chain end is mainly realized by Cainiao. Against this background, logistics, as the most important commercial infrastructure, has also reached an unprecedented level. We need new logistics that match new retail, new manufacturing and global transportation to support the rapid implementation of these strategies. At the same time, the coordination between logistics and group strategy needs to be closer, not just brotherly relationships, but the upper and lower bodies must be consistent at all times.
After four years of development, Cainiao has initially established a leading position in the field of smart logistics. We have made exciting progress in express delivery, warehousing and distribution, international, rural and terminal networks. But we still have a longer way to go than to realize the mission of "24 hours nationwide and 72 hours globally". At the same time, the implementation of the new retail strategy is profoundly changing the business form. For Cainiao, we have no historical burden, and no path dependence. This is the best opportunity for us to change lanes and overtake and plan for the future.
Only when a rookie flies will the world become smaller! Every business of Alibaba makes the world different, and our own vision and pattern are different, our business is different, and the world will be different because of our business.
Based on the above background, the group has begun this year to consider increasing its capital in Cainiao and plans to continue to invest 100 billion yuan in the next five years. Together with logistics partners, we will accelerate the construction of a world-leading logistics network and provide global consumers with the best logistics experience. This strategy has also received strong support from all shareholders of Cainiao, and the financial investors introduced by Santong and Yida and the previous round of financing have made corresponding capital increase.
We hope that in the next five years, we will gain a comprehensive leading advantage in the layout of new retail logistics. We must accelerate the construction of a global logistics network based on the concept and technology of big data (DT), so that 24 hours a day in the country and 72 hours a day in the world! We must help the logistics costs of developing countries be greatly reduced, help the manufacturing industry upgrade, and let manufacturing companies significantly reduce inventory costs and even approach zero inventory due to our advanced logistics.
Therefore, for the next 100 billion yuan investment, in addition to continuing to invest in research and development in data technology and other fields, we are also mainly used to jointly promote the construction of core areas such as smart warehouses, intelligent distribution, and global super logistics hubs with logistics partners, and at the same time, we will carry out a comprehensive layout for new retail.
We need to provide a future-oriented smart logistics network, which can not only provide existing intelligent warehouse distribution, but also have the ability to provide three-dimensional and diversified logistics services. We will continue to promote the rapid application of technical achievements to improve logistics compliance efficiency and supply chain optimization, and lay out more automation and robot operation bases. In terms of intelligent delivery, the existing delivery network will be further integrated to complete delivery more convenient, diverse and safely. In terms of globalization, we will work with global logistics partners to increase the construction of EWTP's global logistics hub and overseas warehouse layout to provide end-to-end solutions for merchants' global buying and selling.
In the future, the rookie will continue to remain unchanged in the following aspects:
1. Cainiao’s mission and business direction will remain unchanged. We will continue to uphold the mission of "24 hours nationwide and 72 hours globally" to create the ultimate consumer logistics experience, efficient smart supply chain services, and a social collaboration platform driven by technological innovation. Cainiao will continue to maintain openness and coordination, work closely with all logistics partners, and improve the efficiency of China's logistics implementation.
2. The novices’ pattern has not changed. Cainiao ’s original intention is to improve the logistics efficiency of the whole society and give consumers the ultimate experience. From the first day, we are not a single light or heavy model, but a model that solves consumer pain points and improves merchant supply chain efficiency. It is a logistics ecological network that combines light and heavy. Therefore, next we will make more resolute investments in intelligent warehousing, distribution networks, automation equipment, global logistics nodes and other fields to provide consumers with a better service experience. At the same time, we will continue to increase our investment in the field of technology research and development, which is the foundation of our destiny.
3. Cainiao will continue to operate independently and raise funds from abroad. Since the beginning of this year, we have carried out a series of organizational upgrades, which are necessary adjustments based on strategic cooperation. In the future, we will also promote various commercial layouts and external financing.
Dear rookies, we are facing unprecedented opportunities, the right time, place, and people. Of course, we are also facing unprecedented challenges. There are too many competition upgrades and temptations. Only by firmly moving and united in the team can we move towards a brighter future.
Time is endless, I have to seize the day
Wan Lin
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